This guide explains how to create envelopes, both from scratch and from templates. In this guide, we will walk you through step-by-step instructions on two primary methods of envelope creation: starting from scratch and utilizing templates. After this guide you will be able to tailor envelopes to your specific needs, ensuring that each document meets your organization's requirement.

Create a new Envelope

Create a new envelope From Scratch

New envelope from scratch options

Figure

Description

From Scratch tab The name of the envelope. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user. The subject of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user. The body of the mail sent to the signer. It's automatically populated with the default value stored in user setting configuration, but can be modified by the user. If this option is selected a reminder will be sent to the signer. The number of days before envelope expiration. It's automatically populated with the default value stored in application setting configuration, but can be modified by the user. If this option is selected, you'll see the preview of the prepared envelope before the sending. The signature type of the signature fields in documents.

lf you select 'Reminder enabled Option' you have to configure these additional fields:

Figure	Description
	'Send Reminder' is enabled The number of days after which the reminder will be sent The number of days during which the reminder will be sent The number of days before envelope expiration when a warning is send to signers.

After the envelope creation you can change all options

Figure	Description
	Envelope configuration. Envelope files management. Envelope recipient management.

Create a new envelope From Template

New envelope from template options

Figure	Description
	From Template tab List of your eSAW templates Click the 'Use' button to select the template to use

After the envelope creation, you will be redirected to the envelope detail

Figure	Description
	Envelope configuration. Envelope recipient management.